Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

Lpl Financial LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 5156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $5.2B, Spdr S&P 500 ETF Trust with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.4B, Apple Inc. with a value of $4.31B, and Vanguard Total Stock Market Et with a value of $3.68B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $196B to 218B.

Lpl Financial LLC is based out at Fort Mill, SC

Below you can find more details about Lpl Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Billion
ETFs: $158 Billion
Technology: $17.4 Billion
Financial Services: $8.58 Billion
Healthcare: $6.17 Billion
Consumer Cyclical: $6.08 Billion
Industrials: $5.44 Billion
Communication Services: $4.55 Billion
Consumer Defensive: $4.02 Billion
Other: $6.65 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$477M
$678,000 0.0% of portfolio
15,238
Q3 2024 Reduced 0.65%
$845M
$302,000 0.0% of portfolio
39,693
Q3 2024 Added 10.75%
$1.03B
$2.38 Million 0.0% of portfolio
360,438
Q3 2024 Added 12.82%
$486M
$31,000 0.0% of portfolio
12,393
Q3 2024 New
$427M
$244,000 0.0% of portfolio
4,706
Q3 2024 Added 0.06%
$2.97B
$509,000 0.0% of portfolio
9,370
Q3 2024 Added 15.31%
$993M
$266,000 0.0% of portfolio
21,243
Q3 2024 Added 5.35%
$813M
$1.01 Million 0.0% of portfolio
130,022
Q3 2024 Added 3.55%
$11.8B
$4.65 Million 0.0% of portfolio
28,025
Q3 2024 Added 7.3%
$12.7B
$8.77 Million 0.0% of portfolio
121,354
Q3 2024 Reduced 0.46%
$21.5M
$91,000 0.0% of portfolio
57,980
Q3 2024 Added 23.41%
$15.5B
$7.05 Million 0.0% of portfolio
32,338
Q3 2024 Added 9.08%
$53.6M
$13,000 0.0% of portfolio
11,555
Q3 2024 Reduced 37.98%
$571M
$220,000 0.0% of portfolio
31,182
Q3 2024 Reduced 14.29%
$18.8B
$7.67 Million 0.0% of portfolio
26,515
Q3 2024 Added 4.18%
$80.1M
$43,000 0.0% of portfolio
13,490
Q3 2024 Reduced 12.56%
$11.9B
$1.91 Million 0.0% of portfolio
7,027
Q3 2024 Added 71.73%
$5.62M
$3,000 0.0% of portfolio
18,375
Q1 2024 Reduced 0.77%
$2.12B
$2.28 Million 0.0% of portfolio
70,139
Q3 2024 Added 3.8%
$13.1B
$2.14 Million 0.0% of portfolio
85,724
Q3 2024 Reduced 3.64%
$7.91B
$3.25 Million 0.0% of portfolio
21,842
Q3 2024 Added 29.8%
$88.8M
$991,000 0.0% of portfolio
363,309
Q3 2024 New
$3.96B
$570,000 0.0% of portfolio
28,337
Q3 2024 Added 11.38%
$35.7B
$8.11 Million 0.0% of portfolio
33,207
Q3 2024 Added 6.88%
$284M
$445,000 0.0% of portfolio
45,925
Q3 2024 Added 25.46%
$21.2B
$6.09 Million 0.0% of portfolio
84,418
Q3 2024 Reduced 4.27%
$20.8M
$54,000 0.0% of portfolio
70,508
Q3 2024 Added 0.35%
$1.83B
$1.26 Million 0.0% of portfolio
44,840
Q3 2024 New
$212M
$110,000 0.0% of portfolio
42,905
Q3 2024 Reduced 14.4%
$4.98B
$658,000 0.0% of portfolio
14,530
Q3 2024 Added 137.73%
$15.3B
$3.46 Million 0.0% of portfolio
28,600
Q3 2024 Added 4.44%
$7.72B
$2.21 Million 0.0% of portfolio
43,861
Q3 2024 Added 30.28%
$5.83B
$940,000 0.0% of portfolio
30,259
Q3 2024 Added 22.61%
$8.73B
$1.9 Million 0.0% of portfolio
5,668
Q3 2024 Reduced 0.4%
$3.34B
$445,000 0.0% of portfolio
8,498
Q3 2024 Added 23.55%
$653M
$62,000 0.0% of portfolio
19,090
Q3 2024 Added 15.09%
$211M
$9,000 0.0% of portfolio
12,482
Q3 2024 Reduced 56.93%
$211M
$91,000 0.0% of portfolio
57,038
Q3 2024 Reduced 2.56%
$3.15B
$1.81 Million 0.0% of portfolio
57,159
Q3 2024 Added 46.46%
$2.06B
$278,000 0.0% of portfolio
37,521
Q3 2024 Added 85.1%
$5.08B
$4.74 Million 0.0% of portfolio
653,429
Q3 2024 Added 5.07%
$0
$1.45 Million 0.0% of portfolio
160,016
Q3 2024 Reduced 1.6%
$0
$761,000 0.0% of portfolio
46,720
Q3 2024 Reduced 2.1%
$0
$1.39 Million 0.0% of portfolio
86,295
Q3 2024 Added 0.97%
$0
$324,000 0.0% of portfolio
19,872
Q2 2024 Reduced 0.01%
$0
$4.22 Million 0.0% of portfolio
326,362
Q3 2024 Added 9.22%
$9.05B
$6.96 Million 0.0% of portfolio
620,188
Q3 2024 Reduced 2.18%
$8.07B
$5.07 Million 0.0% of portfolio
32,713
Q3 2024 Added 2.42%
$1.61B
$341,000 0.0% of portfolio
37,148
Q3 2024 Added 3.07%

Summary

  • Portfolio
  • No. of Stocks 5,156
  • Current Value $218 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 307 stocks
  • Additional Purchases 3,004 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,665 stocks
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email